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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,065 | $154,228-76.6% | $145,433-75.2% | $137,256-73.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.30% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $22,694 | $4,804+372.4% | $4,554+398.3% | $4,156+446.1% |
| Participant deferral / active EE | $36,536 | $8,216+344.7% | $7,897+362.6% | $6,407+470.3% |
| Admin fee / account holder | $16,683 | $14,344+16.3% | $13,129+27.1% | $12,270+36.0% |